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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
726
First Personal Financial Services
North Carolina
$17K – – –
HI
727
Hudock Inc
Pennsylvania
$17K – – –
CFFP
728
Center for Financial Planning
Michigan
$17K +$17.5K +117 New
CG
729
Cutler Group
California
$16K -$589K -3,931 -97%
LC
730
Lindbrook Capital
California
$16K -$8.25K -55 -34%
HCM
731
Highlander Capital Management
New Jersey
$16K – – –
FANJ
732
Financial Architects (New Jersey)
New Jersey
$15K – – –
H
733
Hexavest
Quebec, Canada
$15K – – –
LAS
734
Lloyd Advisory Services
Georgia
$15K – – –
NSIM
735
North Star Investment Management
Illinois
$15K – – –
SIA
736
SeaBridge Investment Advisors
New Jersey
$15K – – –
IA
737
IndexIQ Advisors
New York
$15K +$15.4K +103 New
EWP
738
Engrave Wealth Partners
Texas
$14K +$15K +100 New
DOA
739
D'Orazio & Associates
Virginia
$13K +$150 +1 +1%
AGA
740
Accuvest Global Advisors
Utah
$13K +$1.8K +12 +15%
MF
741
Manchester Financial
California
$13K +$12.6K +84 New
KWM
742
Keebeck Wealth Management
Illinois
$13K +$13.8K +92 New
IFAM
743
Institutional & Family Asset Management
Colorado
$11K – – –
VEA
744
Virtus ETF Advisers
New York
$11K – – –
JFGIW
745
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K +$5.25K +35 +83%
AIS
746
Accurate Investment Solutions
Pennsylvania
$11K +$11.2K +75 New
TWA
747
TCI Wealth Advisors
Arizona
$10K +$1.8K +12 +21%
GWS
748
Glassman Wealth Services
Virginia
$10K +$2.4K +16 +32%
SFA
749
Semmax Financial Advisors
North Carolina
$10K +$10.3K +69 New
PCIA
750
Prime Capital Investment Advisors
Kansas
$9K +$9.15K +61 New
28 29
30
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